Member Solutions Specialist

Member Solutions Specialist

Team One Credit Union is seeking a full-time Member Solutions Specialist. This full-time position operates in a primarily hybrid-remote capacity after a period of in person training, with minimum once monthly onsite reporting to the closest local branch office.

Key Responsibilities:

• Demonstrate ability to explain dividend and interest rate concepts for deposit and loan products.
• Assisting members with banking needs via remote channels such as telephone, live chat, and Interactive Teller Machines
• Possess basic knowledge of lending products and underwriting principles, promoting Credit Union products and services via member education & referrals.
• Exhibit good understanding of IRAs and deferred compensation.
• Effectively determine members' financial needs, being proactive in recognizing and acting upon sales opportunities.
• Contribute to departmental compliance, ensuring consistency and accuracy by adhering to policies and procedures.
• Approve checking accounts and check cards when appropriate.
• Provide enhanced member technical support and device troubleshooting for member facing electronic services, including mobile and desktop platform support.

Preferred Qualifications and Experience:

• Credit Union/Banking background (preferred)
• Familiarity with CU/Banking core platform software and DocuSign systems (preferred)
• Work history which demonstrates knowledge of multiple Credit Union/Banking departments
• Proven record of being self-driven and successful while working independently
• Ability to multi-task and quickly move from one assignment to another
• Willingness to work Monday – Friday and be included in Saturday shift rotation
• Capacity to display patience with technology-challenged members and staff
• Impeccable member service
• Display professionalism while being friendly and approachable

Starting wage will be dependent upon multiple factors including skills and experience.

Who We Are: Team One Credit union is more than a workplace – we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships. Team One Credit Union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere – for ALL. Our core values guide us in everything we do – shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused.

Why Join Our Team:

• Competitive salary and benefits package.
• Opportunity to make a significant impact on the growth and success of the institution.
• Collaborative and inclusive work environment.

Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.